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- Aluminium Prices Are Expected to Soar by More Than 30% [view article]
- Wall Street Breakfast: Must-Know News [view article]
- 2007 Was a Record Year for the Canadian M&A Market [view article]
- Canaccord Advises Investors To Drop Bell Canada Deal For Alcan [view article]
- Takeout Values For Miners Listed By Desjardins [view article]
- Jim Cramer's Mad Money Lightning Round Picks, 7/17/07 [view article]
- Alcan and Alcoa Takeover Speculation Continues [view article]
- Alcan/Alcoa Merger: This One Won't Be Easy [view article]
- Alcoa and Alcan: Don't Be Surprised if Other Mining Giants Get Involved [view article]
- Jim Cramer's Real Money Radio Recap 6/29 [view article]
- Jim Cramer's Real Money Radio Recap 7/7 [view article]
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- Aluminium Prices Are Expected to Soar by More Than 30%
- This Week's Market Quiz
- Wall Street Breakfast: Must-Know News
- 2007 Was a Record Year for the Canadian M&A Market
- Blackstone Break-Up Bid for Rio Tinto Could Undo Alcan Merger
- Six Ways to Invest in Aluminum: The Most Abundant Metal in the World
- Canaccord Advises Investors To Drop Bell Canada Deal For Alcan
- Icahn Management Releases Latest 13F: Summary of Holdings
- Alcan 2Q Profit Down on Forex Impact, Misses, Sales Rise 8%
- Takeout Values For Miners Listed By Desjardins
- Full List of Articles »
Aluminium Prices Are Expected to Soar by More Than 30% [view article]
I see no "alpha" opportunity here. If Aluminum is going 30% higher because the cost energy will rise (which makes up 20-40% of the cost to produce aluminum) then it would be much better to simply invest in energy. Of course, the big assumption here is that energy will continue to rise--probably true in the long term but there will be extended exceptions to the rule that willl seem a lot like bear markets. ReplyAluminium Prices Are Expected to Soar by More Than 30% [view article]
as the market continues to go down, material and agriculture, which used to be a safe haven, now looks like it may be subject to a downward trend. Here's a pretty good podcast that discusses what to during this down market and what's going on with coal, steel, bulk shipping, and agriculture.the main idea is that individual investors dont have to act like institutional investors and this market and may be better holding cash than trying to beat the market.
www.greenfaucet.com/sh... Reply
Aluminium Prices Are Expected to Soar by More Than 30% [view article]
Does that mean producers in USA and other western nations where electricity is plentiful (current economic slump can only help) will do better than China? ReplyEditors
General Discussion on AL
Is this a buy or a sell? ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Yes I did. Thanks Richard. Corrected. ReplySchweitzer
Wall Street Breakfast: Must-Know News [view article]
under STT did you mean to say "actively managed" rather than actively traded? Reply2007 Was a Record Year for the Canadian M&A Market [view article]
According to www.madmergers.com CBH is trading at a 1.11% discount (10.79% annualized). Under the agreement, Commerce shareholders will receive 0.4142 shares of a TD common share and US$10.50 in cash in exchange for each common share of Commerce Bancorp Inc. You can view all the merger arbitrage returns for all pending stock mergers for free at www.madmergers.com. ReplyCanaccord Advises Investors To Drop Bell Canada Deal For Alcan [view article]
FP Trading Desk,Do you know the history of Canaccord Adams? Reply
Takeout Values For Miners Listed By Desjardins [view article]
End of Empire and USD - PGM as store of Ultimate Value, Rising of New Powers and Leap Frog into consumption of basic Necessities.sufiy.blogspot.com/200... Reply
Takeout Values For Miners Listed By Desjardins [view article]
The Australian using their paper to play the market??July 16th The Australian paper reported the following:
Citing unidentified sources in the United States, The Australian newspaper reported that BHP had briefed investment bank Merrill Lynch on its interest in Pittsburgh-based Alcoa.
The newspaper said speculation increased over the weekend that Melbourne-based BHP Billiton could offer around $55 a share for Alcoa.
Then today July 19th the report:
Citing unnamed sources, the newspaper says Alcoa is no longer a target of interest for the miner.
"But BHP never even got close to making a pitch for Pittsburgh's king of the light metal," The Australian says.
The paper says BHP is considering other takeover targets.
Anybody else a little suspicious about what this paper is doing? They seem to have a lot of conflicting unidentified sources. Reply
Takeout Values For Miners Listed By Desjardins [view article]
Did anybody see the "Trade on this" today on MSNBC? While they were talking to somebody from Citi it said in writing below the following: "Citi: RIO Tinto bid for Alcoa values it at $52 a share"Has anybody seen anything about a RIO bid for Alcoa? If you go to MSN.com then click on Money, enter AA in the quote, the video will be displayed at the bottom of the page. Reply
Takeout Values For Miners Listed By Desjardins [view article]
Just found this site-- very usefull info Looking forward to more ideas about minin takeovers -especially the moly mines!dowjoe@prodigy.net Reply
Takeout Values For Miners Listed By Desjardins [view article]
Hudbay minerals is the cheapest and best run of the bunch. I have been long since $5. Great zinc play. ReplyJim Cramer's Mad Money Lightning Round Picks, 7/17/07 [view article]
July 18, 2007As sure as the Dow will retreat 100 points in 60 days, Nastech will test new lows. Jim Cramer says don't buy over $13 dollars per share and he is right.
Wait until the new lows which will come soon after the sell off and earnings reports. That is if you like investing in a company that has disappointed shareholders for 24 years. Reply
Alcan and Alcoa Takeover Speculation Continues [view article]
AA worth $55.90 a share??Alcan's latest offer is 38.1 Billion, if AA is valued the same it should go for 48.76 Billion or 55.90 a share.
AA revenue 2006 30379 in Millions
Alcan revenue 2006 23641 in Millions
AA revenue is 1.28 X Alcan's
38.1 Billion X 1.28 = 48.76 Billion divided by outstanding shares = 55.90 per share.
BHP should offer at least that. Any comments? Reply